See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,515 | $52,681-15.5% | $75,781-41.3% | $59,632-25.4% |
| Participation rate | 75.3% | 67.2%+8.1pp | 75.8%-0.5pp | 68.7%+6.7pp |
| Annual return | -1.44% | 2.95%-4.4pp | 9.68%-11.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,239 | $2,591-52.2% | $3,651-66.1% | $3,192-61.2% |
| Admin fee / account holder | $4,144 | $3,610+14.8% | $5,299-21.8% | $4,297-3.6% |